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Choosing an Adviser Platform, a new guide from Platforum

The aim of this report is to help decide on an adviser platform strategy for businesses

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Selecting the wrong platforms for your clients could turn out to be an expensive mistake. Excessive charges, administration errors, clunky software, limited functionality, a limited range of funds and poor service are just some of the things that can go wrong.

The Platforum Guide to Choosing an Adviser Platform is based on the practical reported experiences of hundreds of advisers. Featuring over 50 pages of content, the guide is available to purchase for £199

This invaluable guide:

  • Has been written by the acknowledged experts in platforms for advisers like you
  • Identifies which platforms offer the lowest charges and also special deals
  • Will help you identify the best value propositions for your clients

Click the link below to view the sample report

Download now

To purchase the full report click here



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FCA in talks with providers over replatforming concerns

The FCA has held meetings with a number of platforms over fears replatforming projects could cause customer detriment, Money Marketing understands. It is understood the regulator has met with platforms to find out more information around the impact of replatforming on costs, data security as well as testing processes, especially in cases when platforms change technology […]

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FCA to review redress for unsuitable pension transfer advice

The FCA wants to change how redress is calculated for unsuitable pension transfer advice as it believes the current system is flawed. The regulator says it plans to consult in the autumn on whether to update the current method for calculating redress relating to unsuitable advice to transfer away from defined benefit schemes. Currently, the […]


Danby Bloch: HMRC’s hand grenade on salary sacrifice

HM Revenue & Customs lobbed a small grenade into the world of tax-efficient remuneration in a quiet week in August, while most HR managers, employee benefit consultants and many other employees were sunning themselves on beaches. The HMRC proposal is to take away the tax and national insurance advantages of many salary sacrifice schemes from […]

Neptune launches Japan Institutional Fund

By Chris Taylor, Investment Director, Head of Research Neptune is excited to announce the launch of the Japan Institutional Fund on 22 June, having disclosed to the market in March its intention to offer the product. The Fund will be managed by the highly-regarded Chris Taylor, Head of Research and manager of the long-running Japan Opportunities Fund. It will invest in the same underlying stocks as the Japan […]


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There are 2 comments at the moment, we would love to hear your opinion too.

  1. Can you tell me how to buy the book “Choosing an Adviser Platform” please?!!

  2. I couldn’t buy this report. When I called your customer service, the attendant hung up on me twice. Could you advise how I can purchase this report?

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